Lead IBA Technician

OA; Borehamwood; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

An established industry player is seeking a Lead IBA Technician to join a dynamic team in Borehamwood. This role involves supporting finance activities, ensuring compliance with regulations, and providing coaching to team members. The ideal candidate will possess strong knowledge of CASS rules, exceptional IT skills, and a keen attention to detail. This exciting opportunity offers a hybrid working arrangement and a competitive salary, along with generous benefits including private healthcare and life assurance. If you're passionate about finance and team development, this role is perfect for you.

Benefits

23 days holiday plus UK bank holidays

Life assurance

Private healthcare for you and dependents

Employee assistance programme

Season ticket loan

Annual leave purchase scheme

Qualifications

• Demonstrable knowledge of CASS rules and finance regulations.
• Excellent IT skills, particularly in Excel and MS Word.

Responsibilities

• Support IBA Lead in finance activities and operational management.
• Ensure compliance with regulatory requirements and best practices.

Skills

CASS rules knowledge

Excel

MS Word

Attention to detail

Effective communication

Strong numeric skills

Teamwork

Job description

OA are recruiting for a Lead IBA Technician to join our client’s highly successful and growing team.

This role will support the IBA Lead in ensuring that all finance activities are handled in accordance with regulatory requirements and internal service levels.

You will identify training requirements and provide coaching and development where necessary, and support the IBA lead in the operation management of the IBA Team.

Location: Borehamwood

Hours: Full-time, Monday to Friday, 9-5:30. Hybrid working available.

Salary: Up to £40,000 – depending on experience

• 23 days holiday plus UK bank holidays
• Life assurance
• Private healthcare for you and dependents
• Employee assistance programme, including GP line, cashback for treatments, advice line
• Season ticket loan
• Annual leave purchase scheme
• Monitoring and overseeing incoming payments and refunds, as well as setting up, cancelling, and maintaining finance agreements with Close Finance
• Reconciliations of cheques, card, and BACS payments against the broking systems
• Overseeing credit control
• Ensuring broking accounts are aligned with the month-end process performed by the management accountant
• Regularly reviewing output of the IBA team (client side) and escalating issues to the IBA Lead
• Supporting the IBA lead in operational management of the IBA Team
• Ensuring all accounting processes follow best practice principles
• Ensuring daily, weekly, and month-end finance reconciliations and routines are completed on time and in line with specified practices and procedures
• Ensuring all documentation and processes comply with agreed service standards and FCA regulations
• Regularly reviewing, maintaining, and improving accounts procedures, manuals, systems, and processes where required

Lead IBA Technician Skills and Experience:

• Demonstrable knowledge of the CASS rules
• Good IT skills, particularly with Excel and MS Word
• High level of accuracy and attention to detail
• Excellent telephone manner and effective communication skills with internal staff, external customers, and suppliers
• Proficient in written and oral English
• Strong numeric skills
• Ability to meet deadlines and prioritize workload
• Teamwork skills and willingness to assist team members

If the role interests you and your skills align, please apply online with your CV.

Thank you for your interest in this vacancy, advertised by OA Group, acting as an employment agency/business. Your application will be considered alongside others, and we will contact you within 3 working days.